Inflection Point Investments LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Inflection Point Investments LLP reported 9 stock positions worth $73.4 million. Its top holding was Kornit Digital (KRNT) at 20.5% of the portfolio, followed by Ituran Location and Control (ITRN, 13.6%) and Cargurus (CARG, 13.4%). Compared with Q3 2024, it opened 1 new position, added to 2 and reduced 3. The biggest buy was a new position in Doubleverify (DV) and the biggest sale Cargurus (CARG, shares −18%).
- Most Recent 13F
- Q4 2025
- Location
- LONDON, X0
- CIK
- 0002009012
- Portfolio Value
- $73.4M (Q4 2024)
- SEC Filing
- 0000943663-25-000043 ↗ filed Feb 13, 2025
Holdings Value
Holdings 9 stocks · $73.4M
| KRNT Kornit Digital Ltd. | 20.55% | 487,262 | $15.1M | No change |
| ITRN Ituran Location and Control | 13.59% | 320,297 | $10.0M | Reduce -5.4% |
| CARG Cargurus Inc. | 13.38% | 268,824 | $9.8M | Reduce -18.4% |
| ACVA Acv Auctions Inc. Class A | 12.45% | 422,919 | $9.1M | Add +19.3% |
| PINS Pinterest Inc. Class A | 11.52% | 291,658 | $8.5M | Add +21.2% |
| UDMY Udemy Inc. | 9.40% | 837,901 | $6.9M | Reduce -10.0% |
| RDCM Radcom Ltd. | 9.24% | 548,456 | $6.8M | No change |
| COUR Coursera Inc. | 5.08% | 438,362 | $3.7M | No change |
| DV Doubleverify Holdings Inc. | 4.79% | 183,000 | $3.5M | New |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 0 | $0 | |
| Q3 2025 | 9 | $46.9M | XMTR, ITRN, CARG, KRNT, COUR |
| Q2 2025 | 10 | $52.8M | ITRN, KRNT, ACVA, RDCM, XMTR |
| Q1 2025 | 9 | $46.0M | KRNT, ITRN, CARG, RDCM, PINS |
| Q4 2024 | 9 | $73.4M | KRNT, ITRN, CARG, ACVA, PINS |
| Q3 2024 | 8 | $62.0M | KRNT, CARG, ITRN, PINS, ACVA |
| Q2 2024 | 11 | $81.0M | ITRN, CARG, PINS, UDMY, KRNT |
| Q1 2024 | 9 | $96.7M | ITRN, CARG, UDMY, KRNT, PINS |